Distribution

Hi all,As the title says, I was wondering if there was a setting that would allow me to partially invoice a shipment. In this scenario, the customer wants 2 separate invoices for the taxable and non taxable items which were all send out on a single shipment. When I try to remove lines, it returns an error saying ‘SO Error: Sales Order/Shipment cannot be invoiced partially.’ Thanks!

Does anyone know how to add a side panel for UPS/Fedex Tracking hyperlinks? I saw it partially in a video (by Tim Rodman) but it did not show the full steps.For example, I am not able to put ((Tracknbr) in the Field below, it only allows ShipmentNbr.We use StarShip for shipments.  

hi everyone,I set up different languages in Acumatica. It’s working well. But how can I use different languages on mobile app? I can’t choose language when I login. 

I have a situation where kits will be produced in one warehouse then transferred to another warehouse using at transfer sales order.  However, when I plan replenishments and don’t have a replenishment method assigned to the kit items in the production warehouse, I cannot get an amount to process in the prepare replenishment grid.I could set up bogus replenishment parameters, but want to avoid that.  Any help on planning replenishments for kits?  I think maybe there is a gap here. Thanks,Dennis

Hello Everyone, Please advise on how to hide the list of other tenants from the customer portal login screen?Thank you,Jennifer

Hello! We have created few customers, and we have created transactions against these customers as well. But now we are required to establish these customer IDs as companies. We want to have the same ID for both Customer, Company and in created transactions. Is there any way of doing this? Best Regards Amanda

Good day,I want to change ID on some of inventory items.  Questions:  Does this change id update all completed production orders, and sales orders?  It does work on Open Sales Orders, BOM and Production Orders that are in planning.Thank you.Evan 

Hi,Is there any possibility to reserve a sales order though the quantities in the line levels are not shipped fully?

Is there any field in sales order header I can use to know that all stock items in a sales order have all been allocated? All allocated means that on the Line Details, all lines have Allocated box ticked in full quantity. I am working on an automation that is triggered immediately by the above condition. I can create a business event with a GI that shows allocation status in sales order line however this GI needs to be grouped, as a result I can’t use Trigger by Record Change in the event type as it won’t work for a GI that is grouped. I can then only use Trigger by Schedule which means a Schedule needs to be created however the lowest execution frequency is 00:01 (1 minute). I need this automation to trigger immediately after all items are allocated. Hopefully this all makes sense.

Is there a way to set up Automatic Packaging by Vendor? Example, 5-gallon pails automatically select NONE for the Box ID as we stopped shipping them in boxes.Except, Amazon requires their order be shipped in a box. Is there somewhere I can set a filter that if the order is from Amazon, to use 5Gal as the Box ID? 

The COGS for a drop ship sales orders is the purchase price received.  But is the vendor invoice is received with a different amount  we would like the PPV to be applied to the COGS of the sales order.  We have setup COGS to use the customer location sales subaccount and set the PPV to apply to the Inventory Account,  When we process the AP Bill it creates the Inventory Adjustment but it cannot be released until the Sales Invoice is released   - no idea why this is required because the COGS was the PO cost and not the PO cost + PPV.

Client is migrating from Microsoft Dynamics GP to Acumatica, and we are trying to find the best approach for maintaining pricing. Dynamics GP isn’t particularly powerful when it comes to pricing, but it has a feature wherein it will calculate the selling price as a “percent of list price”. Each custom is assigned a “price level” (similar to a customer price class in Acumatica), and each “price level” is assigned a percentage for each item.Clearly, this functionality can be achieved with Price Worksheets, but that involves some additional work, and it would not reflect a change of “default price” real-time. Has anyone encountered this scenario and solved it with base Acumatica functionality? We are trying to avoid Price Worksheet updates (a lot of room for error), ISV solutions, and customizations.Additionally, we need the Unit Price to be set to the correct amount. A “line discount” is not desirable for several reasons, mostly focused on the user experience in the SO screen.

Hello-With the Subitems feature being phased out, is there anything in the product pipeline to replace this loss?Primarily our manufacturing customers are looking for Revision tracking at the stock item level.Cheers,Chad

I understand the Schedule recurring sales orders is a future consideration so wondering if anyone has come up with a workaround or customization?  A supplements company (prospect) needs the ability to setup an order for a subscription that ships the items on the subscription based on predefined ship dates.

Business case:Quote includes a return (Trade-In).  Equipment Manufacturing and Distribution companies - sell equipment, sometimes will take a trade-in of a used equipment.  Want to be able to put the negative qty on the quote to include the credit.  Then convert the sales quote (CR304500) to an order of type = MO.Can’t enter a negative on the sales quote Can’t convert to an MO order typeDoes anyone have a process for something like this?  Put a negative on a sales quote to include a credit/return in the quote?  

We have recently started using PO approvals which work great except that anyone can print the PO before it’s approved and then send that to the vendor which defeats the purpose of having approvals at all. Is there anything our of the box that can restrict printing a PO until it has been approved?

I’m trying to import  an inventory adjustment file and continue to receive an error message when importing that says “ReferenceNbr cannot be empty”.  I’ve tried with <NEW> as well as inputting a new number .. neither is importing.  Advice? Thanks,Sandy

Hello,We’re trying to process a Credit Return where some of the returned product goes back into inventory, while the rest is damaged and should not be restocked.What is the recommended process in Acumatica to return only part of the product to inventory and exclude the damaged portion? Is there a way to split the quantity between what’s restocked and what’s written off, all within in the same return?Thanks in advance for your help!

Is there an option in Acumatica to create a credit memo directly from the Sales Order screen using a Credit Memo order type or other suitable order type without generating any inventory transactions?The customer prefers not to use the Invoice screen, as they want the credit memo to reflect the exact customer pricing. Their goal is to issue a credit memo without affecting inventory.

We use a Sales Order Type with Automation Behavior = ‘Quote’ for quoting Parts and Service inquiries.  We would like to start using this functionality for quoting used product that we take in on trade.  These used products have many Lot/Serial Attributes (we use the GitHub customization) that define Year, Make, Model, VIN, Color, Specs, etc. that we would like to display on the Printed Quote for the customer.  However, it appears you cannot allocate a serial number to a Sales Order with Automation Behavior ‘Quote’ (in order to get those attributes to display on the Printed Quote, you would have to allocate the serial number to the document first).  You can only allocate to Sales Orders with Automation Behavior ‘Sales Order’ based on my testing.  Does anyone have a creative solution?

We have a business event which sends a notification to the Purchase Order Approver.We want the owner of the PO to be notified also. Which screen field should be used so that the PO owners email can be copied in the CC field on the email template? Regards

HI All,I have read the help topic from Acumatica system and read Processing Return for Credit Without Receipt (below link) mention “return without receipt and shipment’.https://aneximports.acumatica.com/(W(44))/Help?CompanyID=Anex+Select+Imports+Ltd.&ScreenId=ShowWiki&pageid=7251c08c-2dc9-4c25-9193-6bb81568e541I read through the whole document and the only suggestion is to turn off “Automatically Release IN Documents” in Sales Orders Preferences so it don’t issue automatically. This is a very tedious solution as I understand it as for all Sales Orders will now need to manually be issue, which will cause a lot more work then just do a credit memo then adjust the items that were return by the CM. Does anyone have a better way to solve this issue? I need to create Credit Memo that show the stock items while not return them back to the system. The old system I used would ask me if I want to return item back to stock which was a nice feature, and I am surprise Acumatica don’t have s

We would like to be able to view Inventory Summary on the mobile app, is it possible for us to add that or does that have to be built in by Acumatica?

Hi,I've recalculated inventory from the beginning, but I'm noticing that some transactions are missing from the historical inventory transactions. Additionally, the balances are not matching the Inventory Register report. Has anyone encountered this issue before or have any suggestions on how to resolve it?Thanks.   

I believe this is a relatively simple question, but I do not want to assume. When using Inventory Planning > Processes > Generate Forecasts, does the calculation include historical data brought in from when Migration Mode was activated?